ZipRecruiter

Log In

1

Financial Advisor Intern Jobs in Bothell, WA (NOW HIRING)

CADDi

Software Engineer Intern

Seattle, WA · On-site

$30 - $35/hr

We're building the first true AI-powered automation assistant for lawyers, financial advisors, and ... Intern to help us validate and improve the workflows built by our AI systems. You'll work at the ...

Caddi

Software Engineer Intern

Seattle, WA · On-site

$30 - $35/hr

We're building the first true AI-powered automation assistant for lawyers, financial advisors, and ... Intern to help us validate and improve the workflows built by our AI systems. You'll work at the ...

Caddi

Software Engineer Intern

Seattle, WA · On-site

$30 - $35/hr

We're building the first true AI-powered automation assistant for lawyers, financial advisors, and ... Intern to help us validate and improve the workflows built by our AI systems. You'll work at the ...

Caddi

Software Engineer Intern

Seattle, WA

$30 - $35/hr

We're building the first true AI-powered automation assistant for lawyers, financial advisors, and ... Intern to help us validate and improve the workflows built by our AI systems. You'll work at the ...

ProducifyX

Northwestern Mutual - Puget Sound

Seattle, WA · On-site

... financial representatives, ranked the #1 office in the country for new advisor success (revenue ... Began as an intern during his junior year of college and transitioned into a full-time advisor role ...

next page

Showing results 1-20

People also search for

All JobsFinancial Advisor Intern JobsFinancial Advisor Intern Jobs in Bothell, WA

Financial Advisor Intern information

See Bothell, WA salary details

$12

$22

$29

How much do financial advisor intern jobs pay per hour?

As of Jun 4, 2026, the average hourly pay for financial advisor intern in Bothell, WA is $22.20, according to ZipRecruiter salary data. Most workers in this role earn between $19.09 and $25.00 per hour, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a Financial Advisor Intern, and why are they important?

To thrive as a Financial Advisor Intern, you need a basic understanding of finance, investment principles, and strong analytical abilities, often supported by coursework in finance or business. Familiarity with financial planning software, Microsoft Excel, and CRM systems is commonly expected. Excellent interpersonal communication, active listening, and a client-focused mindset are critical soft skills that set top interns apart. These combined skills help interns effectively support advisors, build client trust, and gain valuable experience for a successful career in financial services.

What kinds of projects or tasks can I expect to work on as a Financial Advisor Intern?

As a Financial Advisor Intern, you’ll typically assist with client portfolio research, preparing financial plans, and analyzing investment options under the supervision of experienced advisors. You may also help with client communications, attend meetings, and support marketing or outreach efforts. This hands-on exposure provides valuable insight into the advisory process, compliance requirements, and helps you develop key client service and analytical skills. Collaboration with both advisors and support staff is common, offering a well-rounded introduction to the financial planning industry.

What does a Financial Advisor Intern do?

A Financial Advisor Intern supports experienced financial advisors by assisting with client research, preparing presentations, and learning about financial products and planning strategies. They may help analyze client portfolios, gather financial data, and participate in meetings or workshops. The internship provides hands-on experience in financial planning, investment management, and client relationship building, which helps interns learn the skills needed for a career as a financial advisor.

What is the difference between Financial Advisor Intern vs Financial Planner?

AspectFinancial Advisor InternFinancial Planner
Required CredentialsTypically pursuing or recent graduate, may have FINRA licensesCertifications like CFP, CFA often required
Work EnvironmentInternship setting, learning-focused, often in financial firmsFull-time professional role, client-facing, independent or team-based
Employer & Industry UsageFinancial firms, banks, investment companiesFinancial advisory firms, independent practices, banks

Financial Advisor Interns are usually students or recent graduates gaining experience, often with limited certifications, working in learning environments. Financial Planners are licensed professionals providing ongoing financial advice, with relevant certifications and more client responsibility. The internship serves as a stepping stone toward becoming a licensed financial planner.

What are the most commonly searched types of Financial Advisor jobs in Bothell, WA? The most popular types of Financial Advisor jobs in Bothell, WA are:
What are popular job titles related to Financial Advisor Intern jobs in Bothell, WA? For Financial Advisor Intern jobs in Bothell, WA, the most frequently searched job titles are:
What job categories do people searching Financial Advisor Intern jobs in Bothell, WA look for? The top searched job categories for Financial Advisor Intern jobs in Bothell, WA are:
What cities near Bothell, WA are hiring for Financial Advisor Intern jobs? Cities near Bothell, WA with the most Financial Advisor Intern job openings:
Financial Advisor Intern jobs near you

Software Engineer Intern

CADDi

Seattle, WA • On-site

$30 - $35/hr

Internship

Posted 25 days ago

Job description

Caddi is a seed-stage startup reimagining automation for professionals by transforming simple screen recordings into fully automated workflows. We’re building the first true AI-powered automation assistant for lawyers, financial advisors, and other knowledge workers who want to eliminate busywork—without changing how they work.

We’re a small, fast-moving team based in Seattle, and we’re looking for a sharp, curious Software Engineering Intern to help us validate and improve the workflows built by our AI systems. You’ll work at the intersection of engineering, AI, and real-world software tooling—helping us scale from semi-automated processes to truly intelligent automation.

What You'll Do
  • Contribute to the development and refinement of our AI-driven automation engine by improving how workflows are interpreted, validated, and executed.
  • Write and debug Python and/or Go code to enhance core backend systems that interact with large language models and automation agents.
  • Build lightweight tools to inspect, simulate, and evaluate AI-generated plans and their interactions with third-party systems.
  • Collaborate closely with founding engineers to expand our AI pipeline’s ability to generalize across user environments.
  • Identify edge cases, inconsistencies, and learnings from real data to improve model prompts, heuristics, and product design.

Requirements

  • Currently pursuing or recently completed a degree in Computer Science, Software Engineering, or related field.
  • Comfortable with scripting and light backend development (Python and/or Golang experience preferred).
  • Strong problem-solving and debugging skills—you enjoy figuring out how things work and making them better.
  • Detail-oriented and methodical—you’ll be working closely with real user workflows and production-level automation logic.
  • Based in or able to work from our office in Seattle (Belltown). This is an in-person role.

Benefits

  • Work on the frontier of AI and automation in a fast-paced startup environment.
  • Your contributions will directly shape our product, improve our AI system, and drive user impact.
  • Great mentorship opportunity with experienced founders and engineers.
  • Ideal experience for aspiring backend engineers, systems thinkers, or future founders.
  • Compensation: $30–35/hour, depending on experience and time commitment (30–40 hours/week).